Podcasts about Hewlett Packard Enterprise

Jeremiah Jenson, vice president of North Amiercan channels at HPE In The Channel has gone deep on HPE Discover 2026 – from Justin McGarry’s walkthrough of the compute and AI infrastructure story, to Ben Fallon on the networking pivot and partner program overhaul, to front-line perspectives from Canadian partners CompuGen, Powerland, and Long View. Today, we’re closing the arc with HPE vice president of North America channel and partner ecosystem Jeremiah Jenson, recorded on the final afternoon of the show. Jenson says the temperature on the floor is “white hot,” driven by the clarity of the message and the proof points HPE brought to partners this year. The 30-day quote validity and expanded credit terms – announced at Partner Growth Summit – got what he called the strongest reaction in the room, and he credits Canadian partners specifically as “by no means the quietest voice in the room” in making that change happen. On networking, Jenson says he’s reset targets higher for data center networking and wants the Canadian channel to lead the charge. He points to partners historically from the Juniper and Aruba sides now expanding into HPE’s Private Cloud AI business, and to data center partners adopting Marvis and the data center networking stack to take share from Cisco. He also walks through what he calls the “great VM reset” – HPE’s push around Morpheus Enterprise and VME as alternatives for partners and customers facing Broadcom’s VMware changes – and sets an aggressive target for North American partners to lead globally on VME certifications. On the Canadian front, Jenson highlights conversations around provincial government opportunity and data sovereignty as distinct from the broader North American channel, and offers a direct message to partners: stop worrying about what HPE used to be, and start picking a clear point of view on where the portfolio fits your customer base. Read Full Transcript Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. Since HPE Discover 2026, we’ve been all over the subject. You’ve heard from HPE’s Justin McGarry on the compute and AI infrastructure story, from Fallon McCarthy on the networking pivot and partner program changes, and from three Canadian partners, Compugen, Powerland and Long View, on what HPE’s strategy looks like from the front lines of the Canadian channel. Today we close the arc as we sit down once again with HPE’s Vice President of North American Channel and Partner Ecosystems, Jeremiah Jenson. It’s a conversation that takes the temperature of the show floor after three days of partner meetings, looks at where the biggest margin opportunities actually are for partners, and asks what one thing Canadian partners should stop doing and start doing as they head into the second half of 2026. Let’s get right into it. My chat with Jeremiah Jenson. Interview: Robert Dutt: Jeremiah, thanks for taking the time. Once again, good to catch up with you. Jeremiah Jenson: Yeah, great to see you, Rob. Thanks. It’s Wednesday afternoon at Discover as we sit down, and the good news is you’re still standing. That’s a win in its own right at this point. You’ve now sat in a lot of rooms with partners who have heard the full story that we talked about in the previous podcast we did together. I’m curious your thought on the temperature, the reaction, what’s landing differently in the conference room than it did on the keynote stage, that kind of thing. Jeremiah Jenson: I mean, the temperature is phenomenal. There’s so much excitement about… There were a lot of announcements this week, but the clarity of message, while I say it this way, we’ve packed a full month into this week, but the clarity of that message and how it’s being very clearly communicated, clear opportunity for partners to go execute on and take advantage of that very real opportunity that we have right in front of us. So I think it’s landing really well from a temperature standpoint. I mean, white hot, I mean, there’s just a tremendous amount of excitement. Robert Dutt: I want to start with a thing that I felt got one of the strongest reactions on Monday, the 30-day validity terms announced. Now the partners have a few days to process that, as well as the quote-to-cash stuff and the expanded credit terms. Is it changing the feel of the deal conversation or is it still a, you know, we have to see it roll out before it does? Jeremiah Jenson: I think it changes the feel. It did get a very strong reaction. It got the strongest reaction in the room. I think one thing that it says, it’s a very clear proof point about how we’re very in tune with the market. We know that it’s been a very difficult situation with what’s going on in the industry with rising commodity costs and things along those lines. And it’s a very clear proof point around how we’re listening to our customers, how we’re listening to our partners, and changing how we can help support them through this time. So I don’t think it’s a wait and see. We have a very clear proven track record of building and earning trust with our channel community. And now we’re executing. So we are what, two and a half days later, a day and a half later, and executing. Robert Dutt: On Monday, on the podcast we ran Monday, you asked partners to go one more mile to consider bringing, you know, one more HPE product line to their customers. Three days later, are you seeing an appetite for that? And that was certainly also a theme throughout the event is the idea of cross-selling and representing more of the portfolio. But I’m curious what you’ve seen in terms of appetite for that, or is it still a heavy lift in a situation where a lot of partners are trying to go deeper and do better in single areas? Jeremiah Jenson: Yeah. So a little bit more about that for your listeners and for those of you who have not met personally, I use the one more mile thing. I’m known as long distance runner. It’s my hobby. It’s something that I’m passionate about and I’m happy to get distracted talking about. But the analogy lands really well. Can we just do one more? And again, back to how clear the message has been, how clear the opportunity is right in front of us. And we are seeing partners adopt that cross-sell motion, but it’s also beyond just cross-sell or upsell or something along those lines. It’s a very clear opportunity to help them grow their business. It’s not just, okay, would you like fries with that? It’s you’re really good in the data center. Now you have a data center networking opportunity that not only can you take that to your existing customer, but you can build your business around that expanded opportunity that we now offer you. And that is very real. So love for you to run another mile with us. We had our inaugural 10K run this week as well. But at the same time, we want to help you grow your business in yet another direction. Robert Dutt: What’s the signal it tells you that partners are buying into that and are succeeding in expanding beyond? Whether it’s adding networking, if they’re a traditional compute and storage house or whatever that expansion is. Jeremiah Jenson: We see a very clear signal, a very strong signal in how partners are adopting the Partner Ready Vantage Triple Platinum Plus framework. We are seeing partners move up that stack and across the portfolio in a very meaningful way. That is a very clear proof point, not only in the opportunity in the market, but how we’re supporting partners to take advantage of that opportunity. Robert Dutt: And that’s Triple Platinum Plus is a big ask. There’s a lot behind it, but it sounds like there’s some real momentum too. Jeremiah Jenson: There is real momentum. It is a big ask because there’s a lot of very real dollars, but I would also say don’t get consumed with, “Oh my God, I’ve got to get to Triple Platinum Plus.” The framework around how that program lands around the different centers is very attainable to help you grow. Again, back to the mile analogy, one more mile at a time. No one goes from running a 5K to a marathon. We’d love to help get you there. And at the same time, let’s go through the right training, the right enablement, and the right support process to get you there. Robert Dutt: All right. What’s the conversation you’ve had this week that surprised you? Not the one that you expected you have, but the one that partners are bringing to you that maybe caught you a bit off guard or just weren’t expecting to be as big a focus as it has been. Jeremiah Jenson: Yeah, I mean, networking is front and center. I don’t know that I want to say that I was surprised by that, but I will say the energy and excitement around networking, HPE networking, how the progress we have made over the last year has just been absolutely phenomenal. So that’s first and front and center. And it really starts with how we’re integrating and accelerating our efforts there. Another thing that I would say that is really just an equal amount of excitement is the Great VM Reset. So some of the announcements we’ve made around Morpheus Enterprise, VME, how we’re working with partners to take advantage of the Great VM Reset. Look, no one’s looking for a greater expense. So the 90% cost savings opportunity that’s out there, there’s just a lot of momentum in a couple of these very, very strategic areas. And to put a finer point on it, sometimes historically, you get through the base of the business and then you try and work into some strategic areas. We are starting from the strategic areas. We’re starting from networking. We’re starting from Morpheus Enterprise and VME. We’re starting from storage and then bringing the rest of the very strong pieces of the portfolio along with us. Robert Dutt: Canadian partners are a specific cohort and usually aren’t terribly shy about sharing their opinions on things. I’m curious what you’re hearing from the Canadian contingent that feels distinct from the broader North American channel. In terms of data sovereignty, in terms of market relevance, those kinds of things. Jeremiah Jenson: Yeah, I mean, I’d love to meet a shy Canadian partner first and foremost. I mean, they have a very clear voice and a very clear, passionate point of view around what is important to the Canadian market. So certainly there’s data sovereignty. Data sovereignty is really important to them, but then there’s also other pieces around what’s going on with things like provincial governments. I’ve had a number of conversations around what’s going on with what I will call broadly the public sector space in Canada. We had a very deep conversation around provincial business and how we can work together with partners to help capture that. And that was very distinct and a very, well, certainly a new opportunity and an area for us to grow, but also had a very clear point of view that comes from a Canadian perspective. And then of course, there’s data sovereignty. There’s the requirements of how Canadian partners are helping Canadian customers. And I always love the Canadian cohort, just their passion, their commitment to their country and to their business, and the fact that doing business locally is important. And that’s where, just from my standpoint, they have a level of intimacy with their customers that I could never… We as HPE don’t intend to and don’t want to replace. We simply want to help and accelerate that because they have a level of knowledge that I will never understand. Robert Dutt: Fidelma Russo framed the enterprise AI shift this morning as moving from pilots to production systems. For a partner listening to this, what does the unlock look like practically and what do they need to get ready for? Jeremiah Jenson: I mean, the AI phenomenon isn’t a future opportunity. It is here right now. I’ve said that a couple of times. It is here now. So it’s not pilots. It’s how are we helping them just accelerate that with customers? And I say the word accelerate a lot, but to make it a little bit more real, what I would ask Canadian partners to do to get ready for is frame a point of view. AI is a very broad, amorphous topic. Agentic AI is very real, but there are pieces of this phenomenon that partners should have a clear point of view on, whether that’s getting the data structure in the exact right place, whether that’s the security angle and what we’re doing to help with our software components around security for AI, or whether that’s what we’re doing around agentic AI and having the right governance and control. But it all starts with what is the customer business problem that we’re trying to solve and then working backwards from that and how we enable the partner to help solve that business problem. But it’s incumbent upon the partner to have a very clear point of view. And we will underpin that and enable that with our programs, with our technology and with our capability in partnership with them. Robert Dutt: Similar idea, but from a partner financials point of view, where do you see the biggest actual margin opportunities for partners in the AI and the agentic AI shift right now and into the near future? Jeremiah Jenson: I mean, directly the largest margin opportunity is in the services aspect. So partners that have a very mature or have built out a services practice, whether that’s professional services or whether that’s managed services practice customers are looking for a partner who can help them make that requirement to insert AI into their business. They’re looking for them to help that become a reality. So that’s the first part. So we’ve got a number of capabilities, whether that’s partner branded services or things along those lines, but services is always the most profitable piece of the business. Beneath that, I think it’s really important for partners to understand where is their business, where is their business, who is their customer base and what are they looking for and whether that’s our networking business, whether that’s our cloud business or whether that’s our AI business. So we have award winning programs to support that. We’ve announced a number of new things, whether that’s NBO in the new business competitive takeout in the storage space, NBO for compute. There’s new business opportunity compensation on the networking side. So there’s a number of different places and it’ll depend on the partner’s business, but there’s a fantastic margin opportunity across the portfolio. Robert Dutt: There’s a lot of aggressive actions going on here. In terms of you’ve got a Cisco displacement opportunity, you’ve got the VMware migration opportunity, you’ve got some of the things you point out. I’m just, I guess I’m curious how you’re prioritizing those competitive opportunities within the channel and for a partner with limited bandwidth, where would you suggest they focus? Jeremiah Jenson: Yeah, I mean, I think it’s a difficult question to ask and the reason it’s difficult to ask or it’s difficult to answer is because every partner has a different go to market and has a different strategy. We, I wouldn’t prioritize any one area above the other because there are networking partners that have, I’ll give you a couple of examples and proof points. There are networking partners that have come to us from the Juniper side or from the Aruba side, what we now call HPE networking. That are now expanding directly into our PC AI business. I had a meeting this afternoon with a very sizable partner who historically has been from the networking side of the business that saw an opportunity to expand their business into our AI business and they’re leading with PC AI as an example. We see other partners who have historically been very strong data center partners and see an opportunity from networking and have are very strongly adopting our Marvis solutions and our data center networking solutions and are bringing that to their customer base and using that to take new market share with Cisco. So what I would say is partners have chosen a very strong point of view. They understand their customer base and they’re expanding with our portfolio to very strategic adjacent areas. Robert Dutt: I sat down with Brad Shapiro a little while ago from the HPEFS side of things and got the view of how things are going and what kind of struck me about that conversation was the way that they’re getting closer with the business units and being able to sort of better present the whole thing. I’m curious how you’re viewing financial services in the channel org and the opportunity there to remove friction, to make deals easier to do all the things that they’re going to. Jeremiah Jenson: Yeah. HPEFS is a strategic weapon and a strategic enabler of the business. Full stop. What they’ve done with that 90, there’s a current initiative called the 99 promotion that they have around how they’re helping customers overcome some of the financial hurdles to get to a full modernized hybrid IT infrastructure. And so their integration and the just interlock between the different business units to help unlock that opportunity for customers. It was very clearly an opportunity is very clearly a situation where we saw an inhibitor of the business HPEFS as a strategic partner to us to help unlock that opportunity. And I would just use that as an opportunity to say how leaders such as Brad Shapiro or any other leader of any other business unit are working together to solve for customer problems and help them get to where they need to go. It’s just a very clear proof point. So that 99 for your partners out there, have a look at that 99 opportunity and how we can bring that to customers sooner rather than later. Don’t use it as a diving catch. Get it in sooner. Make it a part of what you do day in and day out. Robert Dutt: By the time this episode airs, listeners will have heard from three Canadian partners that I talk to this week, Compugen, Powerland, Long View. Without knowing what they told me, what’s the one thing that you’d hope that they’re telling me about how they’re working with HPE right now? And maybe one thing you worry they might have said. Jeremiah Jenson: Well, I don’t know that I worry about anything that they would have said. Those are all very strong Canadian partners. They’re all very strong HPE partners, Hewlett Packard Enterprise partners. And we’re excited about our growth plan with each of them. They are all leading in different areas. So from a Powerland standpoint, I suspect there’s probably a conversation around GreenLake and how they’re taking GreenLake a little bit more broadly. They have headed back to what I said earlier. That is a partner that has a very clear point of view with their customer base and how they are using some of our more strategic pieces of the portfolio to really drive a strong customer outcome. You mentioned Compugen. Compugen love what they’re doing in Toronto and more broadly and how we’re working together with them to really… That’s a partner we really listen to in terms of what they’re seeing from a market standpoint, from a pricing standpoint, and how we can execute faster. And so they’ve been very tight with us in terms of how we need to frame some of our policies and how we need to accelerate based on real world customer feedback and work from there. And then from a Long View standpoint, I sat down with Dave this week. Great man. Love to see what they’re doing and how they are expanding their business across the portfolio. They’ve got a very strong, again, very strong clear point of view, what we want to do around storage and networking especially. And so again, they’ve understood the pieces of the portfolio that are very relevant to their customers. And we were just very explicit about what we are going to do together to help grow that piece of the business. So that’s what I… If you can learn from those three partners, if nothing else, have a very clear point of view. Robert Dutt: All right. One of the things that Canadian partners always raise is the issue of data sovereignty. The sense that being north of the border means different rules, different customer expectations, sometimes different product availability. Where does that show up in your priorities in the channel org in the second half of the year? Jeremiah Jenson: Well, I guess I would frame my answer this way. The rules are different. And that’s where Canadian partners are so valuable, not only to me, but to the broader Hewlett Packard enterprise. Though the partners that are in that market have a depth of understanding and a depth of knowledge of those requirements and are really helping to put the right, whether that’s, I want to say solutions, a word that is too often used, but at the end of the day, they are solving business problems around those requirements. You know, data sovereignty, product availability, what level of service is offered based on whether that’s location geography, whether that’s in the provincial government or whether that’s in a commercial customer, they have an understanding. And I think that that’s the piece that is so valuable about the channel is they have a level of understanding and a way to work with us to help satisfy the customer. So I’m hearing a lot about data sovereignty. I’m hearing a lot about pricing requirements and things along those lines. I mean, let’s be honest, some of the feedback that we heard from Canada was some of the loudest feedback that we heard in terms of, and that helped us make the change that we did around 30-day quote validity. So we made some very specific changes and Canadians were by no means the quietest voice in the room. And, you know, we’ve mentioned some people here today that were very clear in their escalations and what they needed to service their customers. Robert Dutt: All right. If you’re a Canadian partner listening to this, you know, what’s one thing that you’d like them to stop doing and one thing they should start doing? Degree of difficulty. The answers are not selling the other guys and selling HP. Jeremiah Jenson: No, yeah. You know, I don’t ever have the ask of stop selling the other guys. At the end of the day, we have the right products. We have the right program. And we are going to earn our place based on our channel heritage, based on our predictability and based on the trust we will earn. So I have a tremendous amount of confidence that when we work with channel partners, we will win based on our predictability, based on our trust, based on the quality of products and programs that we put in market. So I don’t have that ask of partners. We are going to earn our place very intentionally. So my ask of them, the one thing to do is, I say it a lot, but pick a point of view. There is a place in this portfolio where we can help one another and help your customer produce the business outcome that they want. Let’s identify what are those one or two things that we can do together to help go that extra mile. How can we run one more mile together? That’s my ask. The other piece that I would ask is to what not to do is, I think the past helps frame where we want to go, but we don’t have to worry about what used to be. We don’t have to worry about what used to be with HPE or going all the way back to HPE or to Compaq or things along those lines. I’ve been back at HPE for a year now and the past helps frame where we want to go. So my what not to do is we don’t have to worry about what used to be. What we do want to help do is where are we going. So that’s the way I would say that is it’s a new day. We are on the front foot. We are very aggressive about where we’re going and what we’re going to do. And come join us. Robert Dutt: Let’s talk about that future a little bit. Where do you want the HPE channel to be on January 1, 2027 that it is today? What are you kind of focused on for the back half of the year? Jeremiah Jenson: A back half of the year, just to be, if you will, a little bit more point in time. I have some very clear goals around our networking business and to make that a little bit more real, the data center networking business, our wireless business, our campus and branch business is performing very well. Our data center networking business is also performing very, very well. And so I’ve reset some targets higher than they were around our data center networking business. So I have some very high expectations around data center networking. So I would love the Canadian channel to lead that charge from a data center networking standpoint. Also our hybrid cloud business. So we have very clear expectations around VME certifications and things along those lines because customers are demanding a different level of outcome from their virtualized environments. I mean, let’s be honest, no one is looking for more Broadcom in their business today. There isn’t customers saying, I’d like some more of that. I want to be treated more like that. And we have a very clear solution. And so we’re looking at VME certifications and you see how we’ve put out the virtualization competency and then we’re helping partners use VME for IT so that they can drink their own champagne. So I want Canadian partners and I want North America to lead the way globally around VME certifications. So I have some very high expectations around our hybrid cloud business. That also extends to our storage business. Our storage business is growing at triple digits. It’s phenomenal with what we’re seeing there. And so storage is another piece. And then by no means last, but the third thing I would say is I have very clear goals around co-selling, what we call co-selling. How are we bringing the HPE Salesforce, which is a very different sales force now. It’s a growing sales force. It’s one, Phil Mottram, our chief revenue officer, is making investments in North America sales. How do we get our sales teams together with our partner sales teams and again, go to a new customer, a new opportunity, go take that extra mile? So it’s those three things. Robert Dutt: All right. Similar idea, but waking up January 1st of next year, what will be the metric or two that would tell you that Discover 2026 was a turning point for some of these important changes that you see coming? Jeremiah Jenson: Yeah. What’s interesting is just the conversation has at Discover or some of these sort of events, you always kind of start with the base of the business, the core of the business, and then you expand the conversation to some of the strategic areas. This year is very different in that we are working from the networking, the hybrid cloud pieces of the business, the software pieces of the business, and that has been the conversation all week, and it’s been really exciting to see. So waking up January 1, knowing that it’s real, we will have surpassed the raised expectations that I had around the networking business. We will have surpassed our expectations around hybrid cloud, Morpheus Enterprise, and storage. And then I also want to see us look at very strongly how do we accelerate our compute business, our AI business? That is, we’re producing very real customer outcomes. How do we take that to the rest of the market that hasn’t yet taken the first step around AI? So that’s the third thing I would put in there. Robert Dutt: Okay. Not so much a strategy question as a human one, but what’s one moment from this week that you’re going to, you think you’re going to remember six months from now? Jeremiah Jenson: Six months from now, what’s a moment? I will certainly remember the 30-day quote announcement. Six months from now, that’s more of a human moment. Also, I mean, just the connections that we’ve had, you know, as much as that’s maybe a straightforward answer, one thing my boss and I did, we had a, I mentioned running earlier, we had a 10K run for the first time that kind of came up as a thing. We had some Canadians join us. It became an international event. We had a South African that was there. We had a couple people from the UK. It just kind of organically grew, and it’s nice to see people really come together. That has been really nice. One other thing, you know, six months from now, the World Cup is ongoing right now. So just to call that out, it’s the first time I believe I don’t have the history that the rest of the world does with the World Cup. But just to see that happen and how that’s brought together, the fact that it’s in North America, and you can have some of those ancillary conversations and really frame some lasting bonds around some of that. You know, the tie for Spain or things along those lines. There have been things like that, and those common experiences that we have together are helping us build strong bonds from which we can grow the business. Robert Dutt: Working for HP, are you contractually required to be a fan of the Argentine? Jeremiah Jenson: I am not. I’m not contractually obligated. I personally, I love a good international competition, whether that’s the World Baseball Classic, the Olympics, the hockey, instead of doing the All-Star Game, you know, what they did with the Tournament of Four, this last. I love that sort of stuff. I’m not an Argent as much as Antonio might be upset about that. Nothing against Messi. I’m sure he’s a phenomenal player. At the end of the day, I’m an American. I’m going to cheer for the United States. But I also back the pack. So when it comes down to it, it’s going to be a, I’m going to cheer for the North America side of things, whoever that may be. Robert Dutt: There you go. Last one for me. When we talk next, whether that’s at Discover Next Year, hopefully sometime ahead of that, what do you hope we’re talking about? Jeremiah Jenson: I mean, I hope we talk about how we’re seeing compounded growth. We’re seeing acceleration in the business across the portfolio now. I hope we’re talking about how we compound that. How do we, you know, it’s, you know, growing at the pace that we’re growing to continue to that growth on a larger number would drive compounded growth. So I would love to see the pace, the percentage at which we’re growing be continued. I’d love to have that conversation next year. And we’re going to do that with partners. Robert Dutt: Good answer. And I don’t know how many partners are going to turn their nose up at the idea of compounding growth. So I think who wouldn’t love that end there. Good. Awesome. I appreciate your taking the time once again, safe journeys home. And thanks for thanks for helping us out so much running the channel over the last, the last couple of weeks. Jeremiah Jenson: You bet. Rob, thanks. Always good to talk to you. Show outro: There you have it, Jeremiah Jenson from HPE. I’d like to thank Jeremiah for making the time at the end of what was a very long week in Las Vegas and the candor he brought to the conversation that could easily have stayed at the level of talking points. A few things I’d like to take away from this one. First, the energy around networking isn’t just keynote rhetoric. Jenson is resetting targets higher for data center networking specifically, and he’s looking to the Canadian channel to lead part of that charge. Second, the 30-day quote validity landed because partners were loud about it, and Canadian partners were among the loudest. That matters. And third, the through line of this whole arc from HPE Discover is that the company is trying to shift from a base of the business story to a strategic front foot story. Networking, hybrid cloud and the VMware reset aren’t afterthoughts anymore. They’re the opening argument. If you’re just catching up on the full series, you can find all of our coverage from HPE Discover 2026 waiting for you on the In The Channel feed, partner interviews, product deep dives and day-to-day dispatches on The Buzz. Thanks for listening. You can find the podcast on Apple Podcasts, Spotify, YouTube, most other podcast directories. If you like what you hear, a rating or review goes a long way to helping other Canadian IT professionals find this channel. Until next time, I’m Robert Dutt for ChannelBuzz.ca and I’ll see you in the channel.

What is happening at HPE Discover?This week Technology Now is bobbing along at HPE Discover Las Vegas 2026 at the Venetian Resort Las Vegas, HPE's annual customer and partner event. We ask what's changed since last year in the tech industry, how is HPE responding to the ever increasing rate of evolution in the sector, and what should our businesses and organizations be on the look out for in the next 12 months. Antonio Neri, President and CEO of HPE joins the show to tell us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both audio and video formats.About Antonio Neri: https://www.hpe.com/uk/en/leadership-bios/antonio-neri.html

Today’s headline news for Canadian IT solution providers, aside from HPE Discover: OpenAI launches official partner program and investment fund: OpenAI has officially introduced its new partner program alongside a $150 million investment fund aimed at expanding its enterprise ecosystem. The partner program is designed to help service providers, system integrators, and consultancies build, deploy, and manage custom AI solutions leveraging OpenAI’s models. According to the company, the initiative will provide partners with dedicated technical support, go-to-market resources, and early access to new product features. The accompanying $150 million fund will focus on investing in early-stage startups that are developing applications on top of the platform. GTIA names two Canadian Innovate Awards finalists: GTIA announced the six finalists for its inaugural Innovate Awards today, with two Canadian companies among them: GoWest.ai (Toronto, customer-facing AI category, for its CFP Service Desk and Field Technician Assistant) and Nucleus Networks (Vancouver, internal AI category). Winners receive a $20,000 USD cash prize, announced at ChannelCon 2026 on August 5 in San Diego. For more on the awards and what GTIA is looking for, check out our In The Channel conversation with Carolyn April from April 27. And to hear Jennifer Roy of Nucleus on how they’re thinking about AI, that episode is here. Cisco research highlights Canadian AI network risks: A new study from Cisco underscores an infrastructure cliff for Canadian organizations. The research found that 71 percent of Canadian respondents expect their current network capacity to hit its limits within 36 months due to AI workloads, while 91 percent cited budget constraints as the primary barrier to the required modernization. The data provides a critical conversation point for MSPs: any serious AI strategy must now be preceded by a serious network upgrade strategy. Okta integrates with Google Cloud AI: Okta has announced it is adding a dedicated identity security layer to Google Cloud AI, while its Auth0 platform is now directly integrating with Gemini for AI agent deployment. According to the company, these integrations are designed to bring enterprise-grade identity governance into the fast-moving AI ecosystem. For Canadian solution providers helping customers experiment with AI tools, this integration provides a mechanism to secure these environments and non-human identities without slowing down developer velocity. CrowdStrike open AI gateway: CrowdStrike has announced an open gateway ecosystem making Falcon AI’s control plane available across AI infrastructure, with native integrations spanning Databricks, Google Cloud, Azure API Management, and others. Simultaneously, Grant Thornton Advisors announced it is standardizing its managed security service operations on Falcon Complete, replacing legacy MDR with what CrowdStrike is positioning as agentic MDR. Acumatica channel appointment: Acumatica has appointed Roman Bukary as senior vice president of partner strategy and programs, effective immediately. Bukary brings prior experience in SaaS channel leadership and will be responsible for the strategy and ongoing evolution of Acumatica’s partner ecosystem. Coro Global Lean IT Day: Coro has launched Global Lean IT Day as an annual observance on June 16, recognizing IT professionals who manage enterprise-level cybersecurity complexity with limited team size and resources. The announcement is tied to ISC2 data showing 59 percent of organizations report critical or significant cybersecurity skills shortages, and Coro says it will release full survey findings ahead of Black Hat USA 2026. Leaseweb Canada leadership: Leaseweb Canada has named Estelle Azemard as its new chief executive officer. Azemard, who will be based in Montreal, brings more than 16 years of cloud industry experience and will lead the company’s continued growth and strategic expansion in Canada, where data sovereignty and hybrid cloud demand are both rising. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wednesday, June 17th, and here’s what’s happening in the channel today. We’ll have a full roundup of everything going down at HPE Discover this week in your feed in about an hour from now, but in the meantime, there’s plenty going on aside from all the news at Discover. Here’s what we think is worth keeping an eye on. OpenAI has officially introduced its new partner program alongside a $150 million investment fund aimed at expanding its enterprise ecosystem. The partner program is designed to help service providers, system integrators, and consultancies build, deploy, and manage custom AI solutions leveraging OpenAI’s models. According to the company, the initiative will provide partners with dedicated technical support, go-to-market resources, and early access to new product features. The accompanying $150 million fund will focus on investing in early-stage startups that are developing applications on top of the platform. As enterprise demand for generative AI moves from the proof-of-concept phase to production deployment, solution providers are increasingly being asked to navigate the integration complexities of building AI agents and customized models. The launch represents a significant maturation of OpenAI’s channel strategy, moving beyond direct enterprise sales to embrace the third-party ecosystem. Formalizing a channel structure gives Canadian IT providers a clearer framework to monetize AI advisory and implementation services, allowing them to capture more margin as customer demand scales up. The Global Technology Industry Association – GTIA – has announced the six finalists for its inaugural Innovate Awards, and Canadians have a strong showing. Two of the six companies are Canadian: GoWest.ai, the Toronto-based AI consultancy founded by West McDonald, is a finalist for its CFP Service Desk and Field Technician Assistant in the customer-facing category, while Nucleus Networks, the Vancouver-based MSP that now operates across five Canadian cities, is a finalist in the internal AI solutions category. The remaining four finalists – J&M Solutions, Sentry Technology Solutions, Framework IT, and Thrive – are all US-based. Winners in each category receive a twenty-thousand-dollar cash prize, announced live at the ChannelCon 2026 final keynote on August 5th in San Diego. One-third of the inaugural finalist class being Canadian is significant for a channel community that too often looks south of the border for proof points on what real AI deployment looks like. If you want more context on what GTIA was building toward with these awards, and what “deployed and in production” actually means in practice, we covered exactly that earlier this year on In The Channel with Carolyn April, GTIA’s vice president of research and market intelligence. And to hear how Nucleus thinks about AI inside their own MSP operations, Jennifer Roy joined us on the show in late April. Links to both episodes are in the show notes. A new study from Cisco underscores a looming infrastructure cliff for Canadian organizations chasing AI ambitions. The research found that 71 percent of Canadian respondents expect their current network capacity to hit its limits within 36 months due to the demands of AI workloads. Even more pressing, 91 percent cited budget constraints as the primary barrier to the required modernization. This data suggests an impending reckoning where artificial intelligence software aspirations simply outpace the physical network capabilities required to move massive data sets. The strain on existing infrastructure will likely manifest in latency issues and stalled proof-of-concept projects. This presents a critical conversation point for Canadian MSPs and infrastructure partners to bring to their customers: any serious AI strategy must now be preceded by a serious network upgrade strategy. It creates a massive opportunity for the channel to re-engage clients on foundational infrastructure, turning a software conversation into a broader hardware and services engagement. In Brief:  Okta announces dedicated identity secrity layer for Google Cloud CrowdStrike announced open AI gateway ecosystem. Acumatica appoints Roman Bukary as its new senior vice president of partner strategy and programs.  Coro launches the first-ever Global Lean IT Day to recognize IT professionals managing enterprise-level cybersecurity with limited resources.   Leaseweb Canada names Estelle Azemard as its new chief executive officer.  Full details and links in the show notes or the blog post. Remember that we’ll have all The Buzz from HPE Discover in your inbox in about an hour, and shortly after that, be sure to check out today’s In The Channel, where we’ll talk to HPE’s Ben Fallon about the company’s self-driving networks strategy.  And if you haven’t heard it yet, yesterday on The Buzz we took you through all the news from HPE Partner Growth Summit at Discover 2026, and then we followed that up Tuesday with HPE North American channel chief Jeremiah Jenson, going deep on The Power of One, the announcements from the show, and his big reqquest for solution providers. Be sure you check it out if you’re working with Hewlett-Packard Enterprise. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Jeremiah Jenson, vice president of North Amiercan channels at HPE HPE Discover 2026 is underway in Las Vegas this week – June 15-18 at the Venetian Convention and Expo Center – and by Jeremiah Jenson’s account, it’s the biggest Discover yet. The event is oversubscribed, with partner demand he describes as unlike anything HPE has seen before. Jenson is HPE’s vice president of North America channel, overseeing partner strategy across the United States and Canada. We sat down with him ahead of the show opening to preview the event for Canadian partners – whether they’re on the ground in Vegas or following along from home. The headline theme of Discover 2026 is “architecting AI, starting with the network.” CEO Antonio Neri’s keynote frames that out on Tuesday morning, and it’s a deliberate positioning: the network isn’t the last thing you figure out when deploying AI, it’s the foundation that determines whether AI delivers real outcomes or stays a proof of concept. For channel partners, Jenson says that framing opens up more strategic conversations with customers around readiness, performance, and security. On the partner side, the week kicks off with the Partner Growth Summit on Monday – a dedicated partner day before the main conference begins. This year’s theme is “The Power of One”: one portfolio, one program, one integrated experience through HPE’s Partner Ready Vantage. Jenson sees it as a signal of HPE’s direction on program simplification and consolidation. Jenson’s advice to partners watching this week: don’t try to absorb everything. Pick one area – data center networking, cloud and hybrid cloud storage, or AI acceleration – and go deep on it. A follow-up episode focused on the specific partner program announcements out of Discover is coming later this week. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. HPE Discover 2026 opens this morning in Las Vegas, running from June 15 to 18 at the Venetian Convention and Expo Center, and if you’re on the ground in Vegas today you’re probably settling in to the Partner Growth Summit as you’re listening to this. The headline theme this year is “architecting AI, starting with the network.” HPE’s Antonio Neri takes the main stage tomorrow morning with that framing, and it’s a deliberate point of view. The network isn’t the last thing you figure out when you’re deploying AI – in HPE’s view, it’s the foundation. That’s worth unpacking. Joining me today is Jeremiah Jenson, vice president of North America Channel at HPE, who oversees partner strategy across the United States and Canada. I chatted with Jeremiah ahead of the show, so nothing embargoed is in here – none of the announcements are really covered. We’ll get to those in future episodes. This one is about setting the stage: who’s there, what the big themes are, how the week flows, and what Canadian partners following along from home should be paying attention to. Let’s get right into it – my chat with Jeremiah Jenson. Jeremiah, thanks for taking the time. I appreciate it. Jeremiah Jenson: Yeah, thanks Robert. Robert Dutt: So for listeners who may not know you, can you give us a quick rundown of your role at HPE, and especially what that means in the context of an event like Discover this week? Jeremiah Jenson: Yeah, well, I lead HPE’s channel strategy across North America – both the United States and Canada – and that gives me a very close, direct view into what partners care about heading into Discover. My role is really to understand what partners care about and how to help them grow. I have responsibility across the full portfolio of Hewlett Packard Enterprise – compute, our hybrid IT business, all the associated software components, the networking business, and the services pieces as well. I really like to help connect our strategy to partners for ultimate delivery to customers. Robert Dutt: Let’s start with the event itself. It’s your flagship event, and it’s a big one. What does the scale look like, and particularly from where you’re sitting and what you’re responsible for, what kind of partner presence are you expecting – both in general and on the Canadian side? Do you have a sense of what the Canadian contingent looks like, both on-site in Vegas and watching virtually? Jeremiah Jenson: Yeah, I mean, it’s our flagship event and it’s always a major moment for the partner ecosystem across our portfolio, which includes networking, cloud, and AI. Massive event – and I would just say, first off, we’re oversubscribed. Demand for the event has been unlike anything we’ve ever seen. I have a fair bit of tenure with HPE and there is just a tremendous amount of interest, and I think that stems from the themes we’re bringing forward at Discover – helping not only our customers but partners shape and plan for the upcoming months. It’s a big moment for the HPE ecosystem. Canadian partners play a huge role. They’re a huge part of North America, a huge part of the market. Canada is a differentiated market, and I think they’re paying quite a bit of attention to this event because it helps them shape where they want to focus next – where do they want to make that next investment, what is the next opportunity for them to help serve their customers. Robert Dutt: I don’t want to get ahead of any of the announcements to come, but Antonio Neri’s keynote on Tuesday is publicly framed as “architecting AI starts with your network” – and that feels like a pretty deliberate point of view. It’s not just saying AI is everywhere, it’s saying the network is where AI actually gets built, actually runs, actually lives. What’s driving that framing from HPE’s perspective, and how does it translate into what channel partners are being asked to bring to their customers? Jeremiah Jenson: AI is a huge opportunity – it’s part of every conversation, it’s part of everyday life at this point. And what we’re seeing is that customers need the right foundation in place to move from interest to real outcomes. Now is the time to build that underlying foundation, and AI success really depends on the quality, security, and intelligence of the underlying infrastructure – and in particular, the networking. Whether that’s networking for AI or AI for networking, for partners that creates a bigger opportunity to lead conversations around readiness, security, and performance. Robert Dutt: How have you seen that conversation around AI with partners evolve since the last time HPE brought partners together for Discover? Jeremiah Jenson: If anything, the AI opportunity has accelerated. In years past there may have been questions about where AI would ultimately land, what the impact would ultimately be. And I think the thing that has changed – or maybe the right word is accelerated – is that AI isn’t a future opportunity anymore, it is a current opportunity. It is happening now, and now is the time to talk to your customers about the business outcome they intend to drive with AI. And that has just accelerated, whether that’s in networking as we discussed, whether it’s in some of our storage capabilities that we’ve brought to market, or generalized compute or high-performance compute. The opportunity has done nothing but accelerate. Robert Dutt: Partners are kicking off the week with the Partner Growth Summit today – later in the day on Monday – before the main conference even starts, and the general session theme is “The Power of One.” What’s the thinking behind having that dedicated partner day, and what does it mean in terms of how you’re trying to communicate with the channel right now? Jeremiah Jenson: I love Partner Growth Summit because, first, it speaks to how sincere we are about partnerships – partners are part of our DNA, they’re part of who we are and how we go to market. The Power of One theme is really the emphasis on one portfolio, one program, and one integrated experience through Partner Ready Vantage. It’s a signal about where we’re going – with a portfolio of our size and a channel of our size, we’re on a constant quest for simplification. Partner Growth Summit is really a dedicated moment for partners to focus on what HPE’s strategy means to them, how they can implement that strategy within their business, and it’s about making HPE easier to work with, more profitable to grow with, and more efficient to operate within. Robert Dutt: Certainly the idea of having a partner conference attached to a big customer-centric event like Discover is common practice across the industry. But it’s interesting that instead of “partner summit,” “partner conference,” or “partner day” – the names you see elsewhere – it seems quite intentional to have the word “growth” in Partner Growth Summit. Can you speak to that decision? Jeremiah Jenson: Absolutely. Partners are powering our growth – they’re part and parcel to who we are, and how and where we’re growing. While dedicated partner days might in some cases be fairly standard, ours is very deliberate. We start with the partner strategy, from there into the broader company strategy, and then into deeper technical and customer conversations. From my standpoint, that growth element starts with the partner – painting the areas of strategic growth and strategic investment, where we are going together as one, in the markets that we want to help take advantage of. Robert Dutt: Walk us through how the week actually plays out for someone on the ground here in Vegas. We start off Monday with the Partner Growth Summit, the main conference runs Tuesday through Thursday – what’s the rhythm and shape of the week, and what should people be watching for as it unfolds? Jeremiah Jenson: So the week starts with Partner Growth Summit on Monday – that starts with the partner strategy, how we’re simplifying and consolidating our programs, driving efficiency, and presenting real growth opportunities, and that’s directly linked to the following days. That goes right into the broader company strategy: CEO keynote Tuesday, CTO general session Wednesday. Then the showcase and one-on-one meetings throughout. What you see is that move from partner strategy to broader company strategy and then into deeper technical and customer conversations with individual bespoke meetings throughout. The other piece I’d highlight is that customers and partners have the opportunity to follow along remotely, so the key there is to focus on the themes, the keynotes, and the signals around where HPE is investing. And it all wraps up Wednesday night – for those who are at least in Vegas – at Allegiant Stadium. A big celebration night with our customers, our partners, and the broader HPE ecosystem, with Steve Aoki and Imagine Dragons headlining that evening. A big send-off for everyone. Robert Dutt: Pulling back the lens to Canada specifically – you’re running North America Channel. What can you tell me about what the conversation with Canadian partners looks like heading into this show? Where is the Canadian partner community with HPE right now, and is there anything distinctive about what they should be watching for this week at Discover? Jeremiah Jenson: It’s a great question, because the Canadian channel partner ecosystem is one that is distinct and unique, but also very deliberate and focused on customer outcomes. I always really appreciate that about that market. Discover is both a strategy event – in terms of where are we investing, what are the strategic areas and customer opportunities – and a business event: where is demand moving, how are those themes translating into opportunity and profitability? Some of the areas I’d draw their attention to: certainly networking, and in particular data center networking – there’s a huge opportunity there with what’s happening around networking for AI. I’d also call their attention to our cloud offerings and sovereign cloud offerings, which are particularly important for a lot of Canadian businesses and Canadian partners. We’re seeing a tremendous amount of opportunity around sovereign cloud, whether that’s in the Canadian public sector or some of the other businesses we historically serve or are targeting in Canada. They’re very focused on the deliberate opportunity with their customers, and the real question is how do we translate those strategic areas into real business, real profitability, and real growth. Robert Dutt: It’s interesting – it sounds like you’re describing the Canadian channel as sort of ahead of the curve, if anything, on selling on outcomes. That’s obviously been a focus for more than a year now. Sometimes I think the Canadian market writ large gets painted with a brush of being a little conservative in terms of adopting technology, and maybe that focus on outcomes is a way of managing that – getting through to customers who don’t necessarily want to be first out of the gate, but want something that’s proven and ready to go. Jeremiah Jenson: Yeah, for me, I wouldn’t use the word “conservative.” I would use the word “intentional.” The Canadian partners I do business with are very exciting and forward-thinking, but intentional. They’re close with their customers – they have a level of customer intimacy that I’m often impressed with – and they’re very focused on where they can add value and help customers accomplish their business goals. So conservative is not a word I would use. They’re just very forward-thinking and intentional. Robert Dutt: Last one – sort of a two-header, one from your perspective and one from a partner perspective. You’ve covered some of this, but just to narrow it down: if I’m a Canadian partner heading to Vegas or following along online, what’s the one thing you’d make sure you walk away from Discover this week understanding? And from your perspective, what does a successful week look like for you? Jeremiah Jenson: If I’m a partner about to watch Discover – either in person or following along online – I would challenge yourself to personalize it: where’s the next growth opportunity for me? Hewlett Packard Enterprise offers such a huge portfolio, so the question is, what is the next opportunity I can take to my customer or customer base? I’ll point out a couple of very strategic areas: data center networking, and how we’re bringing that strong networking portfolio together; our cloud offerings, hybrid cloud software, and storage; and what we’re doing in AI, where we’re seeing massive acceleration. Pick one, and challenge yourself personally – where can I invest in myself that will help me produce a better customer outcome for the customers I serve? Pick one and be really deliberate about how you can understand that more deeply. And for me – what does success look like coming away from this year? I want clarity of message to be impressed upon the entire North America Channel, and probably most importantly, the Canadian channel. How do we make this real for Canadian partners in their differentiated market? Clarity of message, and making sure we all walk away with the same mission, one goal, and one very clear definition of success. Robert Dutt: Big goals for a big week. Good luck – I hope it’s a very successful Discover for you. Jeremiah Jenson: Thanks so much for the opportunity. I’m looking forward to seeing everybody in Las Vegas. Robert Dutt: There you have it – Jeremiah Jenson from HPE. I’d like to thank Jeremiah for his time. Just a heads up – this is part one. We’ll be back later this week with another conversation, as Jeremiah and I are going to talk a little bit after the Partner Growth Summit’s main stage so we can get a look at the specific partner program announcements coming out of Discover. Keep an ear out for that, and of course we’ll have the news breakdown tomorrow morning on The Buzz as well. Thanks as always for listening. A couple of things I want to leave you with from this conversation. First: the “networking for AI – or AI for the network” framing. The argument HPE is making is that the network is the enabling layer for everything your customers are trying to do with AI. That’s a positioning opportunity worth thinking about in your own customer conversations, wherever you sit in the stack. Second: Jeremiah’s challenge to partners watching or attending Discover this week – don’t try to absorb everything. Pick one area, whether that’s data center networking, cloud and hybrid cloud storage, or AI acceleration, and go deep on it. That’s how you turn a week of announcements into something you can actually bring back to your business. I thought that was good advice for following any big vendor event. If you’re enjoying the podcast, please do subscribe or follow wherever you listen. We’re available on Apple Podcasts, Spotify, YouTube, and most of the usual places. And if you can leave a rating or review, those are always appreciated. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Are we prepared for the deployment of a functional quantum computer? This week, Technology Now is returning to the topic of post quantum cryptography. We ask why the deadline for migrating to PQC enabled systems has been moved up, we discover what a quantum computer actually needs to be cryptographically relevant, and we pose the question: when it comes to migrating your systems to quantum resistant forms of encryption, could it already be too late for some people to start?This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.

Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the first time at Chip Stock Investor, breaking down what drove the run-up, what the proposed spinoff actually is, and whether there is anything left for long-term fundamental investors at today's valuation.Flex is one of the world's largest electronics manufacturing services companies, competing with Foxconn, Jabil, Celestica, and Sanmina across a global footprint spanning over ninety locations in Asia, Europe, the Middle East, Africa, and the Americas. Unlike the perception that contract manufacturing means cheap labor in Asia, Flex's business increasingly runs on automation and robotics — a structural shift that is compressing cost parity across geographies and driving genuine margin improvement. The spinoff is the centerpiece of this episode. Flex is separating its Cloud and Power Infrastructure segment — referred to as SpinCo in the materials — into a standalone company expected to begin trading by the first quarter of calendar year 2027. This segment posted thirty-eight percent year-over-year revenue growth in fiscal year 2026, with guidance pointing to sixty-five to seventy-five percent growth in fiscal 2027 and over eighty percent in fiscal 2028. The business covers critical power products for utility companies, embedded power systems inside data center servers and racks, thermal management solutions that compete in the same market as Vertiv, and cloud power infrastructure for hyperscalers and neo clouds. SpinCo also carries nearly ten percent adjusted operating margins — roughly double the margin profile of the remaining Flex business.What stays with Flex after the split is the larger but slower-growing core: twenty-one billion in revenue across Regulated Manufacturing Solutions, covering healthcare and automotive, and Integrated Technology Solutions serving customers like Cisco, Juniper Networks, now part of Hewlett Packard Enterprise, and Teradyne. Growth there is expected in the low to mid-single digits. Margins are trending in the right direction, but this is not a high-margin business.Nick and Kasey also zoom out on the broader industrial conglomerate breakup theme reshaping the market — from GE Vernova to Honeywell — and how Flex's spinoff fits squarely into that playbook. The prior Flex spinoff, NextPower in 2024, has performed very well for shareholders and gives the SpinCo story some historical credibility. The balance sheet is in reasonable shape for a manufacturer, with enough cash on hand to support bolt-on acquisitions as SpinCo looks to consolidate market share.The valuation discussion is honest: at roughly sixty to seventy times current earnings, this is a momentum trade. The forward picture for fiscal 2028 could look closer to thirty times earnings if growth delivers, but the stock is not cheap by traditional measures.For in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den dollen Dow Jones, IPO-Vorfreude bei Goldman Sachs und den Broadcom-Kater. Außerdem geht es um Morgan Stanley, Citigroup, PNC Financial Services, Blackstone, Lululemon, Nvidia, Marvell Technology, ASML, TSMC, Ciena, AMD, Arm Holdings, Hewlett Packard Enterprise, IBM, Micron Technology, Qualcomm, Western Digital, Vertiv, AT&T, T-Mobile US, Verizon, Qiagen, Fresenius Medical Care, Merck KGaA, Puma, Hochtief, Porsche Automobil Holding, Zalando, Tesla, Deutsche Telekom, UBS, SK Hynix, Nvidia, Taiwan Semiconductor, SK Hynix, Micron Technology, Citigroup, UBS Group, Bank of America, BHP, Glencore, Anglo American, Freeport-McMoRan, South32, First Quantum Minerals, Teck Resources, Ivanhoe Mines, Hudbay Minerals, Capstone Copper, KGHM Polska Miedź, WisdomTree Copper (WKN: A0KRKR), WisdomTree Industrial Metals (WKN: A0KRLD), WisdomTree Long AUD Short EUR (WKN: A1EKYV). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

How is AI forcing our networks to change? This week, Technology Now is diving into the world of network architecture and asking how AI is forcing us to rethink what it looks like. We ask how AI requirements are different to regular computing, we explore why this makes cacheing obsolete, and we ask how our networks are going to continue changing into the future to cope with the demands of our new AI native world. AE Natarajan, SVP, general Manager for Routing Infrastructure Solutions, HPE networking, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About AE: https://www.linkedin.com/in/ae-natarajan-b79202/

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

U.S. stocks pushed to fresh record highs as investors balanced strong job openings, rising oil prices, and new AI headlines. Alphabet's spending plans, Hewlett Packard Enterprise's record quarter, and Middle East developments shaped the mood on Wall Street.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "Sell" Intuit, McDonald's new growth strategy, bitcoin falls below $70,000. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den geheimen Börsenprospekt von Anthropic, die irre Aufholjagd der Softwareaktien und einen ETF, der besser als der MSCI World sein will. Außerdem geht es um Meta, Tesla, Amazon, Alphabet, HubSpot, Asana, Datadog, Salesforce, ServiceNow, SAP, Nemetschek, Atoss, TeamViewer, Nvidia, Arm, Intel, AMD, Fluence Energy, Siemens, nVent, Micron Technology, Hewlett Packard Enterprise, Lenovo, Dell, Strategy, Berkshire Hathaway, Deutsche Post, Merck, Münchener Rück, Rheinmetall, Rocket Lab, AST SpaceMobile, Microsoft, Goldman Sachs, Apple, Broadcom, TSMC, Tencent, Alibaba, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Alphabet gaat voor 80 miljard dollar aan nieuwe aandelen uitgeven. Bijzonder, want het is voor het eerst in 20 jaar dat het moederbedrijf van Google dat doet. Met die miljarden wil Alphabet gaan werken aan zijn AI-plannen. Een koper van die aandelen hebben ze al binnen: Berkshire Hathaway. Dat koopt voor 10 miljard dollar in. Deze aflevering hebben we veel te bespreken. We hebben het over die nieuwe aandelen. Wie gaan die kopen? Helemaal nu ook SpaceX, Anthropic, Open AI vechten om de aandacht van beleggers. En wat te denken van die investering van het bedrijf van Warren Buffett: helpt ze dat de toekomst in? Verder hoor je meer over de Europese Chips Act. Het tweede deel. We kijken wat dat gaat betekenen voor je Besi- en ASML-aandelen. En we hebben het over Hewlett Packard Enterprise. Dit oudje doet hetzelfde als Dell: stunten met de kwartaalcijfers! Ook hoor je meer over: De inflatie in Nederland: 3,5% in mei AI-agent van Tencent trekt Prosus omhoog Gezelligheid op de AvA van OCI Victoria's Secret knalt omhoog - wat is hun geheim? Te gast: Han Dieperink, Chief Investment Officer bij Auréus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de bolsas europeas en una jornada marcada por el empleo, la inteligencia artificial y el auge de las grandes tecnológicas. La sesión arranca con el análisis de los datos laborales de mayo, que muestran una caída del paro de 36.323 personas y un aumento de la afiliación a la Seguridad Social de 231.975 ocupados. Unas cifras que analiza Valentín Bote, director de Randstad Research, poniendo el foco en la evolución del mercado laboral, la calidad del empleo y las perspectivas para los próximos meses. En el análisis de mercados, Pablo García, director de Divacons-Alphavalue, examina el impacto de los datos de empleo y la actualidad corporativa internacional. Entre los protagonistas destaca Alphabet, que prepara una ampliación de capital multimillonaria para reforzar sus inversiones en inteligencia artificial, así como Hewlett Packard Enterprise, que se dispara en after hours tras superar previsiones y mejorar sus expectativas de beneficio. La inteligencia artificial vuelve a centrar la atención del mercado con el avance de Anthropic hacia su salida a bolsa y la creciente competencia en el sector, donde Tencent acelera el desarrollo de nuevas herramientas de IA para integrarlas en WeChat. El programa se completa con el consultorio de bolsa junto a Juan Ignacio Marrón, analista independiente y fundador de Inversores Institucionales, respondiendo a las consultas de los oyentes sobre valores nacionales e internacionales.

En el Radar Empresarial de hoy destaca Hewlett Packard Enterprise, que registra una fuerte subida del 28% en las operaciones posteriores al cierre bursátil tras presentar unos resultados que han sorprendido positivamente al mercado. La compañía alcanzó un beneficio por acción de 79 centavos, el más elevado desde 2018 y muy por encima de los 53 centavos que esperaban los analistas. Además, la facturación total superó los 10.000 millones de dólares, una cifra que también rebasó las previsiones del consenso y que confirma la fortaleza de su negocio en un entorno marcado por la creciente demanda tecnológica. Uno de los aspectos más relevantes de estas cuentas ha sido el extraordinario comportamiento de su división vinculada a la inteligencia artificial. Los ingresos asociados a esta área superaron los 7.000 millones de dólares, representando cerca del 70% de la facturación global de la empresa. Dentro de este segmento sobresale especialmente el negocio de servidores, que aportó más de 5.000 millones de dólares. A ello se suma una sólida cartera de pedidos relacionados con soluciones de IA, valorada en 6.300 millones de dólares. La confianza de la compañía en la evolución de su actividad también se refleja en la mejora de sus previsiones de beneficio por acción, que pasan a situarse entre 3,35 y 3,45 dólares, frente al rango anterior de entre 2,30 y 2,50 dólares. La estrecha relación de Hewlett Packard Enterprise con organismos públicos y grandes clientes institucionales sigue siendo una de las claves de su crecimiento. Entre sus contratos más relevantes figura el acuerdo firmado en 2021 con la Agencia de Seguridad Nacional de Estados Unidos (NSA), con una duración de diez años y un valor estimado de 2.000 millones de dólares. Mediante este convenio, la compañía proporciona infraestructura de computación de alto rendimiento a través de GreenLake, una plataforma estratégica que constituye uno de los pilares fundamentales de su oferta tecnológica para empresas. Otro contrato destacado es el suscrito el año pasado con el Departamento de Defensa estadounidense, valorado en más de 900 millones de dólares, para ofrecer servicios en la nube destinados a centros de datos de una de sus organizaciones. La actual configuración de la compañía se remonta a 2015, cuando HP se dividió oficialmente en dos empresas independientes. Mientras HP conservó los negocios de ordenadores personales e impresoras, Hewlett Packard Enterprise asumió las actividades relacionadas con servidores, software corporativo e infraestructuras tecnológicas. La entonces consejera delegada, Meg Whitman, defendió la operación argumentando que la estructura del grupo se había vuelto demasiado grande y compleja para seguir operando de forma eficiente.

En Capital Intereconomía, el Radar Empresarial pone el foco en Hewlett Packard Enterprise, que se dispara en after hours tras presentar unos resultados superiores a las previsiones del mercado y mejorar sus expectativas para los próximos trimestres, reforzando el optimismo en torno al sector tecnológico y la inteligencia artificial. También hablamos con José María Lerma, analista independiente, sobre el crecimiento y consolidación del Foro del Inversor como punto de encuentro para inversores particulares interesados en los mercados financieros e inmobiliarios que se celebra el 6 de junio. La entrevista aborda cómo ha evolucionado el perfil del inversor en los últimos años, los principales retos a los que se enfrenta en un entorno de elevada volatilidad y la importancia de la formación financiera para tomar mejores decisiones de inversión. En el Foro de la Inversión, Lorenzo Parages, de Pacific AM, analiza las principales ideas de inversión para 2026, con especial atención al mercado japonés. La conversación gira en torno al espectacular comportamiento del Nikkei 225, que acumula una fuerte revalorización en el año, y a la pregunta que muchos inversores se hacen: si aún existen oportunidades en la renta variable nipona o si parte del recorrido alcista ya está descontado. También se analizan los factores estructurales que respaldan a Japón, desde la transformación empresarial y la mejora de la rentabilidad corporativa hasta el papel de la inteligencia artificial, la tecnología y la evolución del yen. Terminamos la hora con el Consultorio de Fondos de Inversión junto a Jorge Colmenarejo, analista de fondos y fundador de Fondos a Fondo, respondiendo a las dudas de los oyentes sobre estrategias, fondos y posicionamiento de carteras.

(UPDATE: FULL AUDIO FILE UPLOADED 3 JUN 2026) What do Berkshire Hathaway, Alphabet, Nvidia and DBS all have in common? They’re placing billion-dollar bets on where growth is headed next. Berkshire Hathaway’s first major post-Buffett moves reveal confidence in two powerful themes: housing and artificial intelligence. We unpack Berkshire’s acquisition of Taylor Morrison and its deeper investment in Alphabet as Google raises US$80 billion to fund AI ambitions. Wall Street shrugs off rising oil prices and geopolitical tensions, pushing to fresh record highs as investors focus on earnings and growth. Nvidia expands beyond data centres into AI-powered PCs, while Hewlett Packard Enterprise shows how AI spending is creating winners across the technology ecosystem. Back home, DBS signals the next phase of growth with an aggressive wealth-management expansion across Asia-Pacific, reinforcing a key trend for Singapore banks. Hosted by Michelle Martin, featuring insights on Berkshire Hathaway, Alphabet, Nvidia, Microsoft, Dell, HP, Hewlett Packard Enterprise, Broadcom, DBS, OCBC and UOB.See omnystudio.com/listener for privacy information.

Die Wall Street startet nach neuen Rekordständen vorsichtig in den Handelstag, mit Tech weiterhin in der Führung. Nach den robusten Zahlen von Lenovo und Dell Technologies hing die Messlatte für Hewlett Packard Enterprise hoch. Um so beeindruckender, dass das Wachstum und die Aussichten derart stark ausgefallen sind. Die Aktie legt über 30 Prozent zu. Auch Google sorgt für Diskussionen: Es sollen 80 Milliarden US-Dollar in Aktien und Wandelanleihen platziert werden, zur Finanzierung der KI-Infrastruktur. Berkshire Hathaway wird davon im Rahmen einer Privatplatzierung 10 Milliarden US-Dollar übernehmen. Damit wäscht eine weitere Welle an neuen Aktien über die Wall Street, noch vor dem Mega-IPO von SpaceX im weiteren Monatsverlauf. Vor dem Opening fachen positive KI-Nachrichten ebenfalls die Aktien von Nvidia, Marvell, STMicro, Microchip Technology und Tencent weiter an. Konjunkturseitig ist der US-Arbeitsmarktbericht am Freitag besonders wichtig. Im Mai sollen über 90.000 Jobs geschaffen worden sein. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet nach neuen Rekordständen vorsichtig in den Handelstag, mit Tech weiterhin in der Führung. Nach den robusten Zahlen von Lenovo und Dell Technologies hing die Messlatte für Hewlett Packard Enterprise hoch. Um so beeindruckender, dass das Wachstum und die Aussichten derart stark ausgefallen sind. Die Aktie legt über 30 Prozent zu. Auch Google sorgt für Diskussionen: Es sollen 80 Milliarden US-Dollar in Aktien und Wandelanleihen platziert werden, zur Finanzierung der KI-Infrastruktur. Berkshire Hathaway wird davon im Rahmen einer Privatplatzierung 10 Milliarden US-Dollar übernehmen. Damit wäscht eine weitere Welle an neuen Aktien über die Wall Street, noch vor dem Mega-IPO von SpaceX im weiteren Monatsverlauf. Vor dem Opening fachen positive KI-Nachrichten ebenfalls die Aktien von Nvidia, Marvell, STMicro, Microchip Technology und Tencent weiter an. Konjunkturseitig ist der US-Arbeitsmarktbericht am Freitag besonders wichtig. Im Mai sollen über 90.000 Jobs geschaffen worden sein. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Alphabet gaat voor 80 miljard dollar aan nieuwe aandelen uitgeven. Bijzonder, want het is voor het eerst in 20 jaar dat het moederbedrijf van Google dat doet. Met die miljarden wil Alphabet gaan werken aan zijn AI-plannen. Een koper van die aandelen hebben ze al binnen: Berkshire Hathaway. Dat koopt voor 10 miljard dollar in. Deze aflevering hebben we veel te bespreken. We hebben het over die nieuwe aandelen. Wie gaan die kopen? Helemaal nu ook SpaceX, Anthropic, Open AI vechten om de aandacht van beleggers. En wat te denken van die investering van het bedrijf van Warren Buffett: helpt ze dat de toekomst in? Verder hoor je meer over de Europese Chips Act. Het tweede deel. We kijken wat dat gaat betekenen voor je Besi- en ASML-aandelen. En we hebben het over Hewlett Packard Enterprise. Dit oudje doet hetzelfde als Dell: stunten met de kwartaalcijfers! Ook hoor je meer over: De inflatie in Nederland: 3,5% in mei AI-agent van Tencent trekt Prosus omhoog Gezelligheid op de AvA van OCI Victoria's Secret knalt omhoog - wat is hun geheim? Te gast: Han Dieperink, Chief Investment Officer bij Auréus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Die Meldung, dass der Iran die Gespräche mit den USA aus Protest beendet, überschattet das Opening. Ansonsten wird der Aufschwung weiterhin vor allem von Mega-Cap-Techs, Halbleitern und dem KI-Thema getragen. In Asien überholte Softbank erstmals seit der Internetblase Toyota als wertvollstes Unternehmen Japans. In den USA steht wiederum NVIDIA im Fokus. Der Konzern hat mit dem RTX Spark einen neuen Chip für KI-fähige Windows-PCs vorgestellt und verschärft damit den Wettbewerb mit Intel, AMD und Qualcomm. Diese Werte stehen alle unter Druck. Auch die nach dem Closing anstehenden Zahlen von Hewlett Packard Enterprise und Credo Technology stehen im Mittelpunkt. Im späteren Wochenverlauf meldet auch Broadcom und dürfte zeigen, ob die hohen Erwartungen im KI-Infrastruktursegment weiter gerechtfertigt sind. Berkshire Hathaway sorgt mit einer Übernahme für Aufmerksamkeit. Der Konzern übernimmt Taylor Morrison Home für rund 6,8 Milliarden US-Dollar in bar und setzt damit ein Signal, dass die hohe Cash-Position wieder aktiver eingesetzt wird. Insgesamt bleibt das Marktbild konstruktiv, aber zunehmend abhängig von wenigen großen Technologiewerten. Genau darin liegt kurzfristig die Stärke — und mittelfristig das Risiko dieser Rally. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet freundlich in den Juni und knüpft nahtlos an den starken Mai an. Vorbörslich erreichen der Dow Jones, S&P 500 und Nasdaq neue Rekordstände. Besonders auffällig bleibt die enge Marktbreite: Der Aufschwung wird weiterhin vor allem von Mega-Cap-Techs, Halbleitern und dem KI-Thema getragen. In Asien überholte Softbank erstmals seit der Internetblase Toyota als wertvollstes Unternehmen Japans. In den USA steht wiederum NVIDIA im Fokus. Der Konzern hat mit dem RTX Spark einen neuen Chip für KI-fähige Windows-PCs vorgestellt und verschärft damit den Wettbewerb mit Intel, AMD und Qualcomm. Diese Werte stehen alle unter Druck. Auch die nach dem Closing anstehenden Zahlen von Hewlett Packard Enterprise und Credo Technology stehen im Mittelpunkt. Im späteren Wochenverlauf meldet auch Broadcom und dürfte zeigen, ob die hohen Erwartungen im KI-Infrastruktursegment weiter gerechtfertigt sind. Gleichzeitig bleibt die Geopolitik ein Unsicherheitsfaktor. Die Lage rund um Iran und die Straße von Hormus sorgt für steigende Ölpreise, auch wenn der Aktienmarkt die Risiken bislang weitgehend ignoriert. Berkshire Hathaway sorgt mit einer Übernahme für Aufmerksamkeit. Der Konzern übernimmt Taylor Morrison Home für rund 6,8 Milliarden US-Dollar in bar und setzt damit ein Signal, dass die hohe Cash-Position wieder aktiver eingesetzt wird. Insgesamt bleibt das Marktbild konstruktiv, aber zunehmend abhängig von wenigen großen Technologiewerten. Genau darin liegt kurzfristig die Stärke — und mittelfristig das Risiko dieser Rally. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

How much power does the UK's fastest supercomputer use? This week, Technology Now returns to Isambard AI, the UK's most powerful supercomputer to find out how you run such a machine. We will explore how much energy it uses, how the system stays cool, and we ask if there are any planned future developments which could increase efficiency. Dr Emma Rose, Centre Manager for the Bristol Centre for Supercomputing, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Emma: https://www.linkedin.com/in/emma-rose-7951768a/

The Weekly Option trading podcast Episode 428 May 22, 2026 Welcome to The Weekly Option, a weekly program that offers practical trades and discussion for beginners and professionals alike. The topic of the week is using technical analysis. In this week's show, we will cover the trades from last week on Richtech Robotics, SELLAS Life Sciences Group, Hewlett Packard Enterprise, and Lumen Technologies. And we discuss four new trades on T1 Energy, Virgin Galactic Holdings, Ford Motor Company, and Marathon Digital Holdings. The equity markets finished the week higher, with both indexes closing at new weekly highs. The Dow Jones Industrial Average jumped 1,053 points higher, closing at 50,579 points. The S&P 500 Index grew nearly 65 points, ending the week at 7,473 points. It's always great to hear from listeners. If you have any questions about the trades presented here or about your own positions, feel free to email me. Email questions to me: eric@theweeklyoption.com Visit our YouTube Channel for The Weekly Option.com. PODCAST LINKS FOR EPISODE POST Listen on iTunes:  https://itunes.apple.com/us/podcast/the-weekly-option/id1375267155 Listen on YouTube Music:  https://music.youtube.com/channel/UCTo2yTkZPhqvlE8PdZkyTZA Listen on Spotify: https://open.spotify.com/show/6HoYh2XxVCWaidJP4dJiSD Listen on Audible by Amazon: https://www.audible.com/podcast/The-Weekly-Option/B08K57QL6S?language=en_US Listen on PodBean: https://www.podbean.com/podcast-detail/r5aam-6a884/The-Weekly-Option-Podcast YouTube Channel: https://goo.gl/u7JKJd Option Trading Basics: My Favorite Strategies: https://youtu.be/8UmPK5tuez0 How to Trade Stock Using Technical Analysis: https://youtu.be/wAATt0RpE0w Technical Analysis Videos: https://www.youtube.com/channel/UCnpPLl3EB_RBC5kyrCnsHow TradingView Stock Charts For Analysis: https://www.tradingview.com/gopro/?share_your_love=TraderEric

Hidden in the corner of a carpark in Bristol lies Isambard AI, the UK's fastest supercomputer. This week, Technology Now is visiting Isambard AI to find out how the system works, how it was designed and assembled in a modular way, and to discover what sort of projects it runs. Professor Simon McIntosh-Smith, Director of the Bristol Centre for Supercomputing, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Simon:https://www.linkedin.com/in/simonmcintoshsmith/Sources:https://www.bristol.ac.uk/research/centres/bristol-supercomputing/articles/2025/isambard-ai-launches-july-2025.htmlhttps://www.uswitch.com/broadband/studies/broadband-speed-statistics/

The Weekly Option trading podcast Episode 427 May 16, 2026 Welcome to The Weekly Option, a weekly program that offers practical trades and discussion for beginners and professionals alike. The topic of the week is feeling like a genius. In this week's show, we will cover the trades from last week on Keel Infrastructure Corp, Rackspace Technology, Sunrun Inc, and Redwire Corp. And we discuss four new trades on Richtech Robotics, SELLAS Life Sciences Group, Hewlett Packard Enterprise, and Lumen Technologies. The equity markets finished the weekly nearly unchanged. The Dow Jones Industrial Average lost 83 points, closing at 49,526 points on Friday. The S&P 500 Index grew 9 points, ending the week at 7,408 points. It's always great to hear from listeners. If you have any questions about the trades presented here or about your own positions, feel free to email me. Email questions to me: eric@theweeklyoption.com Visit our YouTube Channel for The Weekly Option.com. PODCAST LINKS FOR EPISODE POST Listen on iTunes:  https://itunes.apple.com/us/podcast/the-weekly-option/id1375267155 Listen on YouTube Music:  https://music.youtube.com/channel/UCTo2yTkZPhqvlE8PdZkyTZA Listen on Spotify: https://open.spotify.com/show/6HoYh2XxVCWaidJP4dJiSD Listen on Audible by Amazon: https://www.audible.com/podcast/The-Weekly-Option/B08K57QL6S?language=en_US Listen on PodBean: https://www.podbean.com/podcast-detail/r5aam-6a884/The-Weekly-Option-Podcast YouTube Channel: https://goo.gl/u7JKJd Option Trading Basics: My Favorite Strategies: https://youtu.be/8UmPK5tuez0 How to Trade Stock Using Technical Analysis: https://youtu.be/wAATt0RpE0w Technical Analysis Videos: https://www.youtube.com/channel/UCnpPLl3EB_RBC5kyrCnsHow TradingView Stock Charts For Analysis: https://www.tradingview.com/gopro/?share_your_love=TraderEric

It's Thursday, May 14th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Chinese communists arrest 6 Christians for teaching Sunday School Communist authorities in southwest China recently arrested six Christians for conducting Sunday school classes. The Christians face charges of “organizing minors to engage in activities undermining public order.” Dr. Bob Fu, founder and president of ChinaAid, said, “This case — both the charges and the process — mark a shocking new phase in China's persecution of religious minorities. … Criminalizing Sunday School and the peaceful sharing of faith with children is an outrageous abuse of law and a direct assault on the fundamental rights of parents and churches.” In Matthew 19:14, Jesus said, “Let the little children come to Me, and do not forbid them; for of such is the kingdom of Heaven.” Trump to talk to Chinese president about imprisoned Christians U.S. President Donald Trump arrived in Beijing, China yesterday.  He plans to discuss Taiwan, trade, and the Iran war with Chinese President Xi Jinping. President Trump said he would also discuss recent and high profile cases of Christians being imprisoned in China. Listen to his comments first about pro-democracy publisher Jimmy Lai followed by comments about Pastor Ezra Jin. TRUMP: “Jimmy Lai, he caused lots of turmoil for China. He tried to do the right thing. He wasn't successful, went to jail, and people would like him out. And I'd like to see him get out too. I'll bring him up again. I have brought him up. “And there's another gentleman, a pastor, as you know, with a beautiful daughter and son-in-law, that would like to see him get out. I'm going to bring his name up.” California mayor resigns after spying for China In the United States, a California mayor resigned on Monday, May 11th, after acting as an agent for the Chinese government.  The Justice Department recently charged Eileen Wang, the mayor of Arcadia, with acting as an illegal agent for China. Arcadia is located 13 miles from downtown Los Angeles. Wang agreed to plead guilty to the charges. She worked on behalf of Chinese officials by promoting their propaganda in the United States. FBI Director Kash Patel wrote on X, “FBI and our federal partners continue to move aggressively to root out this kind of influence in American institutions all over the country.” Businesses abandoning California over high taxes and regulation More businesses are exiting California for states with lower taxes and less regulations.  The latest example is KB Home, reports The Washington Times. The American homebuilding company is moving its headquarters from Los Angeles to Tempe, Arizona.  Other major companies that have relocated their headquarters out of California include Oracle, Tesla, Chevron, Charles Schwab, and Hewlett Packard Enterprise. The most popular destination states include Texas, Tennessee, Arizona, Nevada, and Florida.  Proverbs 29:2 reminds us, “When the righteous are in authority, the people rejoice; but when a wicked man rules, the people groan.” Democrat California Governor Gavin Newsom is on the wrong side of that equation. Texas town is 97th American city to ban abortion Life News reports a Texas town became the 97th city in America to ban abortion. The City of Muleshoe, Texas voted 4-1 on Monday, May 11th, to adopt the Sanctuary City for the Unborn ordinance.  Mark Lee Dickson, founder of Sanctuary Cities for the Unborn, said, “This vote would not have been possible without the residents who gathered signatures and stood for the protection of pregnant mothers and unborn children. Muleshoe has now joined dozens of Texas communities taking a stand against abortion trafficking and the exploitation of vulnerable women and children.” U.S. overdose drug deaths fell last year The number of reported drug overdose deaths fell in the United States last year. The Centers For Disease Control and Prevention found there were over 68,000 drug overdose deaths in 2025. That number is down 14 percent compared to the previous year. However, overdose deaths are up 30 percent from a decade ago.  The states with the biggest drop in overdose deaths last year included New York, Virginia, and Oregon. But a few states saw a significant uptick in such overdose deaths, including New Mexico, Arizona, and Colorado.   White House hosts 9-hour prayer event on National Mall And finally, the White House is hosting a nine-hour prayer event at the National Mall in Washington, D.C. on Sunday.  The event is called Rededicate 250: A National Jubilee of Prayer, Praise & Thanksgiving. It's one of many events this year to celebrate the 250th anniversary of the founding of the United States. Top U.S. officials speaking at the prayer event include Secretary of War Pete Hegseth, Secretary of State Marco Rubio, and House Speaker Mike Johnson. The event's website describes the jubilee as a “historic gathering to give thanks for God's providence, reflect on our nation's story, and rededicate America as One Nation under God.” Close And that's The Worldview on this Thursday, May 14th, in the year of our Lord 2026. Subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

How safe is our data from internal threats? This week, Technology Now dives into the world of confidential computing. We ask why regular encryption when data is at rest or in transit might not be enough, we explore how confidential computing works to keep our data safer, and we examine why this concept is so important in the first place. Dr Nigel Edwards, Director of the Security Lab at HPE Labs, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Nigel:https://www.linkedin.com/in/nigel-edwards-170591/

Are we ready for emerging cybersecurity threats in the world of AI? This week, Technology Now looks at how AI has changed the world of cybersecurity for both the good and the bad. We ask how AI is harnessed by attackers to try and gain access to our systems while also exploring how AI can be used defensively too. David Hughes, SVP SASE Security, HPE Networking, tells us more. This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About David: https://www.linkedin.com/in/david-hughes-42751636/Sources: https://www.totalassure.com/blog/cyber-attack-statistics-by-year-2020-2025

Crispin Thompson has spent more than twenty-five years shaping how people lead, communicate, and grow. In senior roles at Hewlett Packard Enterprise, TaskUs, and QSC, he managed large international teams and drove major transformation programs—experiences that revealed how easily careers stall when strong managers are promoted without the confidence or presence to step fully into leadership.That observation became the foundation forThe Leadership Studio, where Crispin helps leaders bridge the gap between how they see themselves and how others experience them. His coaching focuses on practical shifts that carry real weight in the room: learning to project calm under pressure, making decisions when information is incomplete, and moving past the perfectionism that undermines confidence. He often draws on his own missteps or on vivid historical examples, turning abstract ideas into stories and exercises that leave a lasting mark. 

How do you update a network without downtime? This week, Technology Now is diving into the world of telcos and how they keep critical infrastructure running while continuing to improve their systems. We ask how silos have been used historically by telcos, how AI and cloud are being embraced and how you manage the switch from old to new architecture without impacting users. Franz Seiser, Head of the Data Tribe at Deutche Telekom, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Franz:https://www.linkedin.com/in/franz-seiser-658b94/

Do we have enough energy to go around? This week Technology Now investigates how organisations can use their energy more efficiently. We ask how important energy sovereignty should be, we consider the financial benefits of savvy energy use, and we explore potential ways in which waste heat could be repurposed. Karim Abou Zahab, a Principal Technologist with the Sustainable Transformation Team at HPE tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Karim:https://www.linkedin.com/in/karim-abouzahab/Sources:https://www.iea.org/reports/global-energy-review-2025/electricityhttps://www.neso.energy/energy-101/great-britains-monthly-energy-stats#:~:text=Great%20Britain's%20energy%20explained:%20March,lower%20demand%20across%20the%20country.

How would we integrate quantum computers into our current infrastructure? This week, Technology Now is exploring the practicalities of quantum computing, not just how they work but how we would physically build one. How would it be used alongside traditional HPC, what would it be used for, and what would be involved in the process of actually building one.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. About Masoud:https://www.linkedin.com/in/masoud-mohseni-12b00214/Quantum Computing 1-0-1:https://hpe.lnk.to/quantumfa

The network is no longer just a hidden utility. It is becoming an intelligent engine for safer, smarter healthcare operations. In this episode, Matt Roberts, Healthcare Business Lead at Hewlett Packard Enterprise, discusses how AI-native networking is changing the role of infrastructure in healthcare. He explains why traditional networks have created operational blind spots, how self-driving network capabilities can improve user experience and security, and why modernizing infrastructure is no longer just about keeping systems running. Matt also shares how the Juniper acquisition expands HPE's ability to support healthcare providers across data center networking, AI-ready environments, and built-in security, while also opening new possibilities for asset tracking, wayfinding, staff safety, and more proactive IT operations. Tune in to learn how smarter networking could help healthcare organizations modernize infrastructure without compromising care delivery. About Matt Roberts: Matt Roberts is a healthcare industry leader focused on helping provider, payer, and life sciences organizations modernize their networking infrastructure to support better user and operator experiences. His background spans healthcare IT, business development, sales strategy, and digital transformation, with a strong emphasis on making the network a more intelligent and proactive part of healthcare operations. Before his current role, Matt served in healthcare leadership positions at Juniper Networks, Brocade, and Cerner, where he helped shape go-to-market strategies, lead healthcare business development, support large-scale implementations, and build strategic partner ecosystems across the industry. His work has consistently centered on helping healthcare organizations reduce complexity while improving performance, security, and infrastructure readiness. Things You'll Learn: AI-native networking can help remove blind spots and make the network more proactive, secure, and easier to operate.  The cost of inaction can be just as risky as the fear of disrupting care during modernization efforts.  Built-in security and policy-driven infrastructure are becoming essential as healthcare organizations prepare for more digital and AI-powered environments.  Modern networks can support far more than connectivity, including wayfinding, asset tracking, and staff safety use cases.  User experience is becoming a central metric for evaluating network performance and value.  Partner ecosystems remain critical for helping healthcare organizations navigate infrastructure and security transformation. Digital twins and virtual network assistants are likely to play a growing role in future IT operating models. Resources: Connect with and follow Matt Roberts on LinkedIn. Learn more about Hewlett Packard Enterprise. 

How could considering the whole lifecycle of technology help save money? This week, Technology Now is diving into the world of HPE Financial Services and examining the importance of reuse and refurbishment in the rapidly changing technology ecosystem. Maeve Culloty, President and CEO of HPE Financial Services tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Maeve:https://www.hpe.com/uk/en/leadership-bios/maeve-culloty.htmlBathtub episode:https://www.youtube.com/watch?v=nYAGoSXPceU&list=PLtS6YX0YOX4c12MoKvNgYw6zwNogLW3E7&index=52Sources:https://weee-forum.org/ws_news/of-16-billion-mobile-phones-possessed-worldwide-5-3-billion-will-become-waste-in-2022/https://www.bbc.co.uk/news/blogs-magazine-monitor-288026460.034g gold per phone0.034 x 5.3x10^9 = 180,200,000g = 180,200kg180,200 x 2.2 = 396,440lbs

What is a self-driving network? This week, Technology Now is diving into self-driving networks 1-0-1. We explore what they are, how they work, and what benefits they have over regular networks to find out why an organisation might choose to use a self-driving one instead.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Sujai:https://www.linkedin.com/in/sujai-hajela-270a83/

Learn when you listen. Know your strengths can be weaknesses. Take your space before someone takes it for you. This 200th 'Best of' episode collects hard-won lessons learned and one-of-a-kind moments from this podcast's past 6 years. Listen to the late Jane Goodall recall a transformative run-in with a grumpy cabbie or hear the critical question that helped AWS teams get future-ready. It's a hit parade of top names, from IKEA to Microsoft, from Misty Copeland to Matt Damon, drawing insights and turning points that have shaped CEOs, startup founders, actors, activists, fashion designers, AI pioneers, best-selling authors and more find solutions and drive meaningful change.  In this episode: Unexpected turning points Jane Goodall, Jane Goodall Institute, on connecting with people you disagree with (Recorded 2021) Al Gore, Former US Vice President and founder of the Climate Reality Project, on his climate  communication turning point (Recorded 2021) An AI Powered Future Swami Sivasubramanian, AWS, on the question that got teams future-ready (Recorded 2024) Adam Grant, organizational psychologist and Wharton professor, on how to practice the soft skills an AI era will need most (Recorded 2025) Suleika Jaouad, best-selling author, on thinking beyond our 'resume virtues' (Recorded 2026) Bringing people together: Diane von Fürstenberg, fashion designer, on a habit she swears by (Recorded 2024) Misty Copeland, ballerina and activist, on unlocking potential (Recorded 2025) Jagan Chapagain, IFRC, on why effective listeners are learners (Recorded 2024) Brad Smith, Microsoft, on having a personal sounding board (Recorded 2024) Seeking innovation Matt Damon and Gary White, founders - Water.org, on the value of experimentation and failure (Recorded 2026) Nela Richardson, Chief Economist - ADP, on thinking outside the box (Recorded 2024) Gail Whiteman, Rainn Wilson, Arctic Basecamp on rethinking communication (Recorded 2023) Advice they swear by Daphne Koller, AI pioneer and insitro founder, on how strengths can become weaknesses (Recorded 2024) Fidelma Russo, CTO - Hewlett Packard Enterprise, on knowing yourself (Recorded 2024) Ulrika Biesèrt, CHRO - Inkga Group / IKEA, on taking your space (Recorded 2024) Meeting the moment Jonathan Reckford, Habitat for Humanity, on how serving others to bridge division (Recorded 2024) John Amaechi, psychologist, leadership expert and author, on finding your inner giant (Recorded 2021) David Miliband, IRC, on how leaders can navigate an increasingly disordered world, and the change that will be needed next (Recorded 2025) Related episodes:  Meet The Leader - Adam Grant: Future leaders won't succeed without this key trait Watch here - YouTube: https://www.youtube.com/watch?v=buVVIpttzUA Meet The Leader - Ballerina Misty Copeland: Unlocking potential and a leader's most 'vital' role Watch here - YouTube: https://www.youtube.com/watch?v=qNwmJJMRt4o&t=1s IRC's David Miliband: How leaders can meet the moment in an increasingly disordered world Watch here - YouTube: https://www.youtube.com/watch?v=ABadygYvsZ0&t=16s Listen here - Spotify: https://tinyurl.com/42hzpvvmRead here - Transcript: https://tinyurl.com/3vk4723b Matt Damon and Gary White: Why the Global Water Crisis Is Really a Finance ProblemWatch here - YouTube: https://www.youtube.com/watch?v=d95kccQuFUk Listen here - Spotify:  https://tinyurl.com/ybwhf395 Read here - Transcript: https://tinyurl.com/b8a2sr34

Hewlett Packard Enterprise has been rethinking what it means to secure an enterprise network -- and the answer they keep arriving at is that security cannot be an afterthought. At RSAC Conference 2026, Mounir Hahad, Head of HPE Threat Labs, sat down with Sean Martin to walk through what that philosophy looks like in practice and what two major announcements at the show mean for security teams. One of those announcements is the HPE AI firewall -- a solution built specifically for organizations trying to govern how employees use generative AI tools without shutting down innovation. Mounir Hahad frames the challenge directly: gen AI has doubled the attack surface, and organizations that fail to act risk both data leakage and a loss of confidence in the technology itself. The AI firewall starts with visibility -- showing which AI services employees are using, what data is moving where, and whether private information is leaking to external services -- and then gives administrators the tools to set and enforce policy. The second announcement is the formal launch of HPE Threat Labs, which brings together threat research capabilities from both Hewlett Packard Enterprise and the former Juniper Networks. The combined team covers both threat analysis and vulnerability analysis -- capabilities that were previously siloed. HPE Threat Labs has published its inaugural In the Wild threat report, drawing on telemetry, honeypots, and open-source intelligence to give CISOs and decision makers a clear view of how cybercrime has industrialized, why attacks are increasingly targeted, and why high-confidence alerts matter more than ever. This is a Brand Highlight. A Brand Highlight is a ~5 minute introductory conversation designed to put a spotlight on the guest and their company. Learn more: https://www.studioc60.com/creation#highlight GUEST Mounir Hahad, Head of HPE Threat Labs, Hewlett Packard Enterprise LinkedIn: https://www.linkedin.com/in/mounirhahad/ RESOURCES HPE Threat Labs: https://www.hpe.com HPE Threat Labs 2026 In the Wild Threat Report: https://www.hpe.com Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight KEYWORDS Mounir Hahad, Hewlett Packard Enterprise, HPE, HPE Threat Labs, Sean Martin, brand story, brand marketing, marketing podcast, brand highlight, AI firewall, generative AI security, network security, threat intelligence, SASE, cybercrime, RSAC Conference 2026, threat research, enterprise security, AI governance, cybersecurity Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why is data so important in the healthcare sector? This week, Technology Now is diving into the world of data analysis in healthcare. We will be asking how different methods of data analysis can lead to different outcomes, we'll be exploring how AI can be used to help find patterns in huge quantities of data, and we'll be asking how historical legal rulings still influence our healthcare sector today. Lisa Marceau founder and CEO of Joyous and Alpha Millennial Health, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Lisa:https://www.linkedin.com/in/lisamarceau/Sources: https://www.londonmuseum.org.uk/collections/london-stories/john-snow-cholera-broad-street-pump/Tulchinsky TH. John Snow, Cholera, the Broad Street Pump; Waterborne Diseases Then and Now. Case Studies in Public Health. 2018:77–99. doi: 10.1016/B978-0-12-804571-8.00017-2. Epub 2018 Mar 30. PMCID: PMC7150208.https://orwh.od.nih.gov/toolkit/recruitment/history Petersen I, Peltola T, Kaski S, et al., Depression, depressive symptoms and treatments in women who have recently given birth: UK cohort study, BMJ Open 2018;8:e022152. doi: 10.1136/bmjopen-2018-022152

How are data centres tied to countries' data strategies? This week, Technology Now takes a step back to look at why and how countries are investing in AI projects. We ask how large data centres are funded, built and powered, we explore how technology is procured for these projects, and we examine the impact of these giant structures on data sovereignty. Talal al Kaissi, interim CEO of Core 42, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Talal:https://www.linkedin.com/in/talal-m-al-kaissi-20059a5/?originalSubdomain=aeSources:https://www.cargoson.com/en/blog/number-of-data-centers-by-countryhttps://regional.chinadaily.com.cn/hohhot/2022-06/08/c_793607.htmhttps://www.seas.upenn.edu/about/history-heritage/eniac/https://www.vailwilliams.com/from-first-generation-to-hyperscale-the-whirlwind-evolution-of-data-centres/ https://penntoday.upenn.edu/news/worlds-first-general-purpose-computer-turns-75#:~:text=ENIAC%20weighed%2030%20tons%2C%20took,five%20million%20hand%2Dsoldered%20joints.https://www.themeasureofthings.com/results.php?search=10%2C700%2C000+square+feet+%28sq.+ft%29%2C+a+measure+of+area&unit=f2&comp=area&amt=10700000&searchTerm=10%2C700%2C000+square+feet+%28sq.+ft%29%2C+a+measure+of+area#google_vignette

How can technology be used in the fight against modern slavery? This week, Technology Now is exploring the impact of modern slavery and how technology can be used to try and reduce it. We ask what the scale of the problem is today, we examine what modern slavery can look like, and we discuss how organisations and consumers can work together to try and combat this practice. John Schultz, Executive Vice President, Chief Legal and Administrative Officer and Corporate Secretary for HPE, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About John:https://www.hpe.com/uk/en/leadership-bios/john-schultz.htmlSources https://www.hpe.com/us/en/newsroom/blog-post/2025/12/when-good-intentions-are-not-enough-the-importance-of-data-and-ai-in-solving-the-modern-slavery-epidemic.htmlhttps://www.hpe.com/uk/en/leadership-bios/john-schultz.html

This week we interview Christopher J. Millerick. Christopher is a revenue architect, go-to-market strategist, and expert in partner eco-systems leadership who has spent more than fifteen years engineering the systems that translate Private Equity and Venture Capital investment theses into predictable, capital-efficient revenue growth for enterprise SaaS and cybersecurity companies. As Global Vice President of Worldwide Partner Sales, Alliances & Hyperscalers at Infoblox—a Vista Equity Partners and Warburg Pincus portfolio company—Chris led the structural transformation of a stagnant $450M transactional channel into a strategic growth ecosystem that now executes 97% of total company revenue. Under his leadership, partner-sourced revenue grew from 38% to 73% of new customer bookings, new customer acquisition increased 43%, and the organization scaled steadily toward $1B in annual recurring revenue—all while meeting the board's rigorous "Rule of 60" profitability and growth mandates. Chris brought expertise that in collaboration with Infoblox's previous CRO led to the adoption of the "3 WHYs" qualifying framework — a buyer-centric methodology that aligns direct sales, marketing, and partner engagement around the three questions every enterprise buyer must answer before committing: Why now? (Urgency drivers) What happens if I do nothing? (Cost of inaction) Why this solution? (Value clarity) The framework has been deployed across global organizations to compress complex sales cycles and systematically improve capital efficiency. His operating experience spans the full PE value creation lifecycle. He built a greenfield enterprise region at Nutanix from zero to a top-producing region in North America within 24 months, led global revenue responsibility through the successful acquisition of Unitrends by Kaseya and co-led the Plexxi go-to-market turn-around through to acquisition by Hewlett Packard Enterprise. Chris led global channel sales for EMC Corporation's flagship storage business and held a variety of sales and GTM roles with progressive financial impact across a twelve-year tenure. A 5-time CRN Channel Chief honoree, Executive Revenue Growth Advisor in the Hubble network, and Limited Partner at Stage 2 Capital, Chris holds a BA from the College of the Holy Cross, an MBA from Babson College and Chief Revenue Officer Leadership Program Certificate from the University of Chicago Booth School of Business. He speaks on partner ecosystem transformation, PE/VC value creation through GTM architecture, leveraging AI in GTM and building revenue engines that deliver both growth and profitability at scale.

What's happening at Mobile World Congress Barcelona 2026? This week, Technology Now is on the ground in Barcelona at the 20th Mobile World Congress to delve deeper into the future of networking. We ask what are the big themes of this year's Mobile World Congress, we explore why events like this are important to organisations like HPE, and we examine why consumers should care about events like this. Rami Rahim, President and General Manager, HPE Networking tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Rami:https://www.hpe.com/uk/en/leadership-bios/rami-rahim.html

How has the idea of ethics been affected by the rise of AI? This week, Technology Now is exploring the ideas of ethical and responsible AI. We examine how integrated into society AI has become, we ask how we co-exist with AI, and we look into how regular people, organisations, and governments are having to respond to the increasing adoption of AI. Kay Firth-Butterfield, CEO of Good Tech Advisory LLC and the world's first Chief AI Ethics Officer, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Kay: https://kayfirthbutterfield.comSources:https://www.bbc.co.uk/news/business-66807456https://www.bbc.co.uk/news/world-us-canada-65735769https://www.bbc.co.uk/news/articles/cq808px90wxohttps://www.npr.org/2025/05/07/g-s1-64640/ai-impact-statement-murder-victimhttps://www.academia.edu/123541578/The_Clinical_Chemist

How does a quantum computer work? This week, Technology Now is diving into the world of quantum computing. We delve into how quantum computers work, we explore what's needed to build them and we ask what we should expect from this field of research in the future. Dr Michaela Eichinger, Product Solutions Physicist at Quantum Machines, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Michaela: https://www.linkedin.com/in/michaela-eichinger/?originalSubdomain=chSourceshttps://blog.sciencemuseum.org.uk/quantum-computing-what-who-how-and-when/https://www.nobelprize.org/prizes/physics/2025/press-release/#:~:text=Their%20experiments%20on%20a%20chip,passed%20a%20current%20through%20it.https://www.britannica.com/science/zero-point-energyhttps://www.space.com/how-cold-is-spaceK.W. Taconis, Dilution refrigeration, Cryogenics, Volume 18, Issue 8, 1978, Pages 459-464, ISSN 0011-2275, https://doi.org/10.1016/0011-2275(78)90204-7., (https://www.sciencedirect.com/science/article/pii/001122757890204

How is AI changing the way we store data? This week Technology Now dives into the topic of data storage in the world of AI. We explore intelligent storage, how data sovereignty is influencing how we store our data, and consider where the world of storage could be going in the future. Jim O'Dorisio, Senior Vice President and General Manager HPE Storage, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Jim:https://www.linkedin.com/in/odorisiojim/Sources:https://www.statista.com/statistics/871513/worldwide-data-created/#statisticContainerhttps://www.studionetworksolutions.com/how-much-data-is-used-and-stored-in-the-world/#:~:text=expanding%20digital%20universe.-,Global%20Data%20Usage,over%20180%20zettabytes%20by%202025.1 billion terrabytes in 1 zettabyte. If a smartphone has 1Tb storage, then you need 180 billion smartphones to make 180Zb of storage. 180 billion > 100 billionhttps://www.computerhistory.org/timeline/memory-storage/https://www.computerhistory.org/revolution/memory-storage/8/308https://www.computinghistory.org.uk/det/6129/https://www.computerhistory.org/revolution/memory-storage/8/308/963

How are hospitals using AI and HPC to assist them in helping save lives? This week, Technology Now is joined by Keith Perry, Senior Vice President and Chief Information Officer at St. Jude Children's Research Hospital to explore how St Jude uses the latest technologies to help treat and prevent illness and catastrophic disease, giving patients and families more time, and more hope, when it comes to diagnosis.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Keith:https://www.linkedin.com/in/keith-perry-8562347/Sources:Hernigou P. Ambroise Paré III: Paré's contributions to surgical instruments and surgical instruments at the time of Ambroise Paré. Int Orthop. 2013 May;37(5):975-80. doi: 10.1007/s00264-013-1872-y. Epub 2013 Apr 12. PMID: 23580029; PMCID: PMC3631503.https://www.surgicalholdings.co.uk/history-of-surgical-instruments.htmlSmith-Bindman R, Kwan ML, Marlow EC, et al. Trends in Use of Medical Imaging in US Health Care Systems and in Ontario, Canada, 2000-2016. JAMA. 2019;322(9):843–856. doi:10.1001/jama.2019.11456https://caferoentgen.com/2023/10/07/a-tale-of-two-hands-the-story-behind-the-two-famous-radiographs-captured-by-wilhelm-roentgen/https://www.orau.org/health-physics-museum/collection/shoe-fitting-fluoroscope/index.html

What topics have to be considered while discussing AI? This week, Technology Now is returning to Davos, Switzerland, dive deeper into the topics surrounding the AI revolution. We ask how sovereignty in AI is linked to trust and explore how sustainability both impacts, and is impacted by sovereignty within the industry. Kirk Bresniker, chief architect of HPE Labs, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Kirk: https://www.linkedin.com/in/kirkbresniker/

What are HPE doing at Davos? This week, Technology Now is heading to the World Economic Forum Annual Meeting in Davos, Switzerland to talk to HPE CEO and President Antonio Neri about the topics which are currently captivating business and world leaders. We explore what's changed since last year, why people are focusing on AI and trust, and why quantum has emerged, again, as a topic of interest.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.Video podcast: https://www.youtube.com/watch?v=DxgUswwHsLg&list=PLtS6YX0YOX4c12MoKvNgYw6zwNogLW3E7&index=1&pp=iAQB

Hewlett Packard Enterprise patches a maximum-severity vulnerability in its OneView infrastructure management software. Cisco warns a critical zero-day is under active exploitation. An emergency Chrome update fixes two high-severity vulnerabilities. French authorities make multiple arrests. US authorities dismantle an unlicensed crypto exchange accused of money laundering. SonicWall highlights an exploited zero-day. Researchers earn $320,000 for demonstrating critical remote code execution flaws in cloud infrastructure components. A U.S. Senator urges electronic health record vendors to give patients greater control over who can access their medical data. Our guest is Larry Zorio, CISO from Mark43, discussing first responders and insider cyber risks. A right-to-repair group puts cash on the table.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Larry Zorio, CISO from Mark43, to discuss first responders sounding the alarm on insider cyber risks. To see the full report, check it out here. Selected Reading HPE warns of maximum severity RCE flaw in OneView software (Bleeping Computer) China-Linked Hackers Exploiting Zero-Day in Cisco Security Gear (SecurityWeek) Google Chrome patches two high severity vulnerabilities in emergency update (Beyond Machines) France arrests 22-year-old over Interior Ministry hack (The Record) France arrests Latvian for installing malware on Italian ferry  (Bleeping Computer) FBI dismantles alleged $70M crypto laundering operation (The Register) SonicWall Patches Exploited SMA 1000 Zero-Day (SecurityWeek) Zeroday Cloud hacking event awards $320,0000 for 11 zero days (Bleeping Computer) Senator Presses EHR Vendors on Patient Privacy Controls (Govinfosecurity) A nonprofit is paying hackers to unlock devices companies have abandoned (TechSpot) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices